Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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Lifestyle considerations in creating your retirement portfolio.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Are women prepared for a 20-year retirement?
For many, retirement includes contributing their time and talents to an organization in need.
Here are five facts about Social Security that are important to keep in mind.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Around the country, attitudes about retirement are shifting.
When you retire, how will you treat your next chapter?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.